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Forecast

The Forecast widget displays expected sales potential: the forecast of opportunities, including opportunities in progress, total and weighted forecasts, total and weighted intermediate forecasts.

../../../_images/forecast_dashboard.png

Note

For how to add widgets to the dashboard and manage them, see the relevant topics:

Forecast Widget Configuration

You can adjust the following settings for the forecast widget:

  • Widget title — the name displayed on the dashboard. To change the name, clear the Use Default check box and provide a new name.
  • Business unit — select the business unit to present statistics for.
  • Role — select the user’s role (e.g. a sales manager, an administrator, a leads development rep, etc.) to see the statistics for.
  • Owner — select the owner for the widget to see statistics for a certain user.
  • Date range — time for which the widget details are displayed.
  • Compare with previous period — tick this option if you wish to compare statistics for the current and the previous periods and see it displayed in the dashboard widget.
  • Advanced Filter — set the conditions if you wish to filter data for the forecast.
  • Choose Metrics — select what data the widget will display:
    • In Progress
    • Total Forecast
    • Weighted Forecast
    • Total Indeterminate Forecast
    • Weighted Indeterminate Forecast
../../../_images/configure_widget2.png
Browse maintained versions:3.01.122.02.32.6

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